WCM
Weld Capital Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-895
| Closed | -$823K | – | 88 |
|
|
2021
Q2 | $823K | Sell |
895
-436
| -33% | -$401K | 0.83% | 19 |
|
|
2021
Q1 | $984K | Buy |
+1,331
| New | +$984K | 0.42% | 74 |
|
|
2019
Q1 | – | Sell |
-1,229
| Closed | -$589K | – | 765 |
|
|
2018
Q4 | $589K | Buy |
+1,229
| New | +$589K | 0.13% | 294 |
|